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Posted by
Two Blokes Jul 16 -
Filed in
Stock
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3 views
I reiterate my Buy rating on Intel Corporation with a fair value of $29 per share, citing strong progress in AI and GPU product launches. Intel's Computex 2025 event showcased Gaudi 3 AI accelerator and new ARC graphics cards, positioning the company to gain share in AI and workstation markets. Despite near-term revenue headwinds from trade uncertainty and capacity shortages, I expect flat FY25 revenue and 6% organic growth from FY26 onward.
